Administrative Assistant

5 days left

Altamonte Springs, Florida
$14-$15 per hour
Oct 14, 2020
Nov 30, 2020
Contract Type
Full Time

401K Generation is a Registered Investment Advisory firm providing financial and fiduciary services to employer sponsored 401(k) plans and private wealth management services to individuals.  As a 3(16) Plan Fiduciary, we manage the day-to-day administrative tasks for 401(k) plans nationwide. We are committed to helping individuals prepare for their financial future and relieving businesses across America of the administrative burdens of a 401(k) plan. We hold ourselves accountable and pride ourselves on delivering uncomplicated and innovative retirement plan solutions. This dynamic, fast-growth company is seeking an administrative assistant to join our team and grow with us.

Job Title:  Administrative Assistant
Report to: Chief Compliance Officer
Status:  Full Time/Non-Exempt

Position Summary:

The Administrative Assistant will act as manager of first impressions to guests in addition to performing general office management tasks.  The incumbent will also act as a floater assisting other departments as needed.

Job Description:

  • Serve as front desk receptionist and professionally greet and announce visitors
  • Schedule meetings and conference rooms
  • Contact job candidates and schedule employment interviews
  • Organize team meetings, lunches, and events
  • Coordinate travel
  • Process/distribute incoming and outgoing mail
  • Prepare PowerPoint presentations and Word documents
  • Update and maintain policy and procedure manuals and track acknowledgements
  • Perform general office management such ensuring the office is tidy and organized and ordering break room and office supplies
  • Scan and file documents
  • Verify, reconcile, and scan receipts for company credit card purchases
  • Prepare deposits and take to the bank
  • Act as office floater filling in during peak times in other departments such as 5500, Notice and Distributions and Contact Center.
  • Continually maintain knowledge of all company services
  • Maintain and ensure confidentiality of company, plan, and participant information
  • Practice organization and time management skills including prioritizing work and requesting additional work when appropriate
  • Meet or exceed metrics on a consistent basis


Job Qualifications:

  • Minimum three years’ previous administrative assistant experience required
  • Prior experience in the retirement plan industry with a focus in Defined Contribution Plans preferred
  • Must obtain Retirement Plan Fundamentals (RPF) certification within first year of employment
  • Notary preferred and if not one currently, must obtain commissions certificate and seal within 90 days of hire
  • Exceptional personal character, including a strong work ethic, positive attitude, and willingness to assist others at all times
  • Exceptional organizational skills, strong attention to detail and ability to multi-task
  • Thorough understanding of office management procedures
  • Ability to work independently and also be part of a team environment
  • Proficiency with Excel, Word, PowerPoint, and Outlook required, SalesForce experience a plus
  • Availability to work shift schedules including evenings
  • Flexibility to work mandatory overtime in order to meet business needs
  • High school diploma or equivalent required
  • Must be at least 18 years of age
  • Must be authorized to work in the US
  • Excellent verbal and written communication skills
  • Ability to produce grammatically correct written correspondence
  • Must be able to pass a criminal background check
  • Must have reliable transportation and a clean driving record

Apply for Administrative Assistant

Already uploaded your resume? Sign in to apply instantly


Upload from your computer

Or import from cloud storage

Your Resume must be a .doc, .pdf, .docx, .rtf, and no bigger than 1Mb

4000 characters left

Marketing Communication

We'd love to send you information about Jobs and Services from by email.

All emails will contain a link in the footer to enable you to unsubscribe at any time.

When you apply for a job we will send your application to the named recruiter, who may contact you. By applying for a job listed on you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please email us.

Similar jobs

Similar jobs